Chicago Partners Investment Group’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
15,854
+2,656
| +20% | +$126K | 0.02% | 464 |
|
|
2025
Q1 | $469K | Sell |
13,198
-13,949
| -51% | -$496K | 0.02% | 541 |
|
|
2024
Q4 | $1.01M | Sell |
27,147
-2,009
| -7% | -$74.8K | 0.03% | 337 |
|
|
2024
Q3 | $853K | Sell |
29,156
-8,126
| -22% | -$238K | 0.03% | 365 |
|
|
2024
Q2 | $968K | Sell |
37,282
-13,813
| -27% | -$359K | 0.04% | 325 |
|
|
2024
Q1 | $1.18M | Buy |
51,095
+14,048
| +38% | +$326K | 0.05% | 287 |
|
|
2023
Q4 | $603K | Buy |
37,047
+5,787
| +19% | +$94.3K | 0.03% | 386 |
|
|
2023
Q3 | $537K | Sell |
31,260
-1,078
| -3% | -$18.5K | 0.03% | 385 |
|
|
2023
Q2 | $659K | Buy |
+32,338
| New | +$659K | 0.03% | 357 |
|